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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1051
Harbor Investment Advisory
Maryland
$1.92K – – –
M
1052
MOTCO
Texas
$1.88K – – –
CPG
1053
Cornerstone Planning Group
New Jersey
$1.66K +$1.74K +37 New
CP
1054
Castleview Partners
Texas
$1.61K – – –
KFS
1055
Kelly Financial Services
Massachusetts
$1.57K – – –
ATC
1056
Adirondack Trust Company
New York
$1.43K +$1.51K +32 New
TWP
1057
TFO Wealth Partners
Ohio
$1.22K +$941 +20 +333%
JGIA
1058
Jackson Grant Investment Advisers
Connecticut
$1.21K – – –
LF
1059
Lee Financial
Texas
$1.07K – – –
NC
1060
NewSquare Capital
Pennsylvania
$1.07K – – –
HWP
1061
Highline Wealth Partners
California
$1.03K – – –
BWM
1062
Baystate Wealth Management
Massachusetts
$1K – – –
AW
1063
Avion Wealth
Texas
$1K -$423 -9 -21%
PMFA
1064
Plante Moran Financial Advisors
Michigan
$985 – – –
CIR
1065
Clear Investment Research
Georgia
$943 -$94 -2 -9%
DWA
1066
Delos Wealth Advisors
Texas
$789 – – –
PCTC
1067
Perkins Coie Trust Company
Washington
$671 +$706 +15 New
SFA
1068
Semmax Financial Advisors
North Carolina
$596 +$612 +13 New
CAS
1069
Coppell Advisory Solutions
Texas
$535 -$4.71K -100 -89%
WA
1070
WestEnd Advisors
North Carolina
$448 +$470 +10 New
SWA
1071
SOA Wealth Advisors
New York
$233 – – –
EAM
1072
Eukles Asset Management
Ohio
$90 +$94 +2 New
WIC
1073
Willis Investment Counsel
Georgia
– -$18.4M -391,358 Closed
AAF
1074
Andra AP-fonden
Sweden
– -$13.6M -290,300 Closed
KWILP
1075
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$11.4M -242,695 Closed